Amplify Goal Planning 2024

BUSINESS STRATEGY PLAN 2024

What got you here will get you less in 2024. If you fail to plan, you plan to fail.

Build and execute on your plan and acquire everything you want in life and more.

- Troy Reierson CEO

LOOKING BACK TO SEE AHEAD

Where are you starting from? This exercise is designed to help you find the mental tools necessary to begin your journey. If looking to make positive changes, there will be struggles. Habits are not easily broken as we tend to stay comfortable in our lives. Just remember, growth is disguised as discomfort. Embrace it, own it and LIVE IT!

Accomplishments over last 3 years

What have I done?

Accomplishments last year - Top 5

TOP 5

Planning to accomplish this year

What am I going to do? 3

Looking forward 3 years from today, what do I see and how do I feel?

Success is the sum of small efforts repeated day in and day out. - Robert Collier

If you were in the best health of your life, your relationships were strong and you were financially secure... what would you do differently? You can achieve each of these things by applying yourself and being intentional with every decision you make.

2023 REVIEW

Let’s understand what worked and what didn’t work over the past 12 months. A business plan must include an honest review of your original goals , results, strategies and circumstances.

What were your goals for last year?

What were your results last year?

What were the top lead sources?

What specific activities produced new leads last year?

What didn’t work? What were your struggles?

THE MONEY

Let’s understand what your total business expenses were last year. Use the first column to list your actual expenses. Use the second column to budget for next years expenses.

DRE License Association Dues

MLS Dues

Coaching

GOALS TO BE ACCOMPLISHED THIS YEAR

Do one thing daily that directly affects

Health Goals

Personal / Relational / Faith

Professional Goals

B.I.G.for the year (B.I.G. = Big Important Goal)

“Talking about doing something is similar to planting a seed. Nothing will happen until it is nurtured, fed and watered. Be careful not to overthink things as version one is much better than version none.”

- Troy Reierson

BREAK IT DOWN Q1

INCOME GOAL: ____________________________

HOURLY RATE: _____________________________

90

THEME:

2

90 Days - Tasks Broken Into Bite Sized Chunks

First Month

1

Second Month

Third Month - Final Stretch

3

Obstacles are what you see when you take your eyes off the goal.

- Troy Reierson

BREAK IT DOWN Q2

INCOME GOAL: ____________________________

HOURLY RATE: _____________________________

90

THEME:

2

90 Days - Tasks Broken Into Bite Sized Chunks

First Month

1

Second Month

Third Month - Final Stretch

3

“This is Your Recipe.”

- Troy Reierson

BREAK IT DOWN Q3

INCOME GOAL: ____________________________

HOURLY RATE: _____________________________

90

THEME:

2

90 Days - Tasks Broken Into Bite Sized Chunks

First Month

1

Second Month

Third Month - Final Stretch

3

“Follow your directions to keep from following other’s directions.”

- Troy Reierson

Gino Blefari

CEO HomeServices of America

BREAK IT DOWN Q4

INCOME GOAL: ____________________________

HOURLY RATE: _____________________________

90

THEME:

2

90 Days - Tasks Broken Into Bite Sized Chunks

First Month

1

Second Month

Third Month - Final Stretch

3

“Your final stretch. How are you tracking for the year? Any areas that need an extra push and if so, identify them and work them into your plan. Begin to imagine what it feels like when you look back on Jan 1 in the new year and know that you lived your life by your design.”

- Troy Reierson

LEAD GENERATION

How

LEAD GENERATION PLAN

Let’s write down the execution plan for each of your lead generation activities.

SCHEDULE IT!

MONDAY

WHO?

TUESDAY

WEDNESDAY

HOW?

ACTIVITY #1

THURSDAY

FRIDAY

WHEN?

What is the budget for this activity?

SATURDAY

SUNDAY

“The key is not to priortize what’s on your schedule, but to schedule your priorities.”

- Stephen Covey

How will I be accountable for this activity?

LEAD GENERATION PLAN

How will you generate leads this year?

SCHEDULE IT!

MONDAY

WHO?

TUESDAY

WEDNESDAY

HOW?

ACTIVITY #2

THURSDAY

FRIDAY

WHEN?

What is the budget for this activity?

SATURDAY

SUNDAY

“The key is not to priortize what’s on your schedule, but to schedule your priorities.”

- Stephen Covey

How will I be accountable for this activity?

LEAD GENERATION PLAN

Let’s write down the execution plan for each of your lead generation activities.

SCHEDULE IT!

MONDAY

WHO?

TUESDAY

WEDNESDAY

HOW?

ACTIVITY #3

THURSDAY

FRIDAY

WHEN?

What is the budget for this activity?

SATURDAY

SUNDAY

“The key is not to priortize what’s on your schedule, but to schedule your priorities.”

- Stephen Covey

How will I be accountable for this activity?

MARKETING

What marketing will you commit to this year?

◆ Direct Mail - Referral Sources (Attorney, Accountants, Financial Advisors) ◆ Community Events

Client/SOI Events

MARKETING PLAN

Let’s write down the execution plan for each of your marketing activities.

SCHEDULE IT!

WHO?

HOW?

ACTIVITY #1

What is the budget for this activity?

“If you do what you’ve always done, you’ll get what you’ve always gotten.”

How will I be accountable for this activity?

- Tony Robbins

MARKETING PLAN

Let’s write down the execution plan for each of your marketing activities.

SCHEDULE IT!

WHO?

HOW?

ACTIVITY #2

WHEN?

What is the budget for this activity?

“If you do what you’ve always done, you’ll get what you’ve always gotten.”

How will I be accountable for this activity?

- Tony Robbins

MARKETING PLAN

Let’s write down the execution plan for each of your marketing activities.

SCHEDULE IT!

WHO?

HOW?

ACTIVITY #3

WHEN?

What is the budget for this activity?

“If you do what you’ve always done, you’ll get what you’ve always gotten.”

How will I be accountable for this activity?

- Tony Robbins

SOCIAL MEDIA PLAN

Let’s write down the execution plan for each of your social media activities.

Create a cadence and follow-through.

MON TUE WED THU FRI SAT SUN

Facebook Feed

Facebook Story

Instagram Feed

Instagram Story

Instagram Reels

LinkedIn

Useful Hashtags

#BHHSCALIFORNIA #BHHSNV #BHHSAZ #BHHSCA #REALESTATE #REALESTATEAGENT #REALTY #REALTORFORLIFE #LUXURYREALESTATE #BROKER #FORSALE #NEWHOME #HOUSEHUNTING #PROPERTY #INVESTMENT #PROPERTIES #HOME #HOUSING #MORTAGE #FORECLOSURE #SELLING #LISTING #JUSTLISTED #JUSTSOLD #OPENHOUSE #OFFMARKETLISTING #NEWLISTING #HOMESALE #HOMEFORSALE #EATINKITCHEN #MARBLECOUNTERS #MOTHERINLAWSUITE #EMPTYNEST #PETFRIENDLY #DOGFRIENDLY #CATSOKAY #MIDCENTURYMODERN #COLONIAL #VICTORIAN #BUNGALOW #TOWNHOUSE #CONDO #STARTERHOME #DREAMHOME #TURNKEYINVESTMENT #MILLIONDOLLARLISTING #WALKABLENEIGHBORHOOD #WALKSCORE #DOWNTOWN #UPTOWN #CURBAPPEAL #BACKYARDPOOL #FRONTPORCH #RENOVATED #MARBLECOUNTERTOPS #FIXANDFLIP #HOMEINSPECTION #WALKABLENEIGHBORHOOD #HOA #TREELINEDSTREETS #DOWNTOWN #UPTOWN #CLOSETOTHEBEACH #GREATTRANSPORTATION #OPENHOUSE #SUBURBANLIFE #MOUNTAINVIEW #CUSTOMHOME #HOMEINSPECTION #FORECLOSURE #CREDITREPORT #CREDITSCORE #OPENHOUSE #OFFMARKETLISTING #BUYMYHOUSE #GREATVALUE #MAKEMEMOVE #HOMEGOALS #HOUSEGOALS #LOCATIONLOCATIONLOCATION #WONTLAST! #CALLNOW! #BRINGTHEDOG #POOCHFRIENDLY #FREECOOKIES #JUSTREALTORTHINGS

AGREEMENT

Achieving my goals will allow me to:

What I need to do to achieve these goals:

I agree to the following:

I will hold myself accountable & never use an excuse

I am responsible for my actions & energy put towards my goals

I will focus on daily production & my DRC (Daily Revenue Commitment)

I will view a “failure” as an undesirable outcome and learn from it

I will maintain a positive mindset & show gratitude towards others

I will succeed by doing whatever it takes that is legal, ethical & moral.

SIGNATURE: ______________________________________________

BRANCH MANAGER: ______________________________________

BHHS EXECUTIVE: ________________________________________

DATE: __________________

DATE: __________________

DATE: __________________

QUARTERLY CHECK-UP

January - March 2024

Listings Taken

April - June 2024

Listings Taken

July - September 2024

Listings Taken

October - December 2024

Listings Taken

NOTES